2021-11-12T10:14:01-06:00 2021-06-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2020-07-01 271635830 ACHIEVING THE DREAM INC ACHI 2404500075 8484 GEORGIA AVENUE NO 500 SILVER SPRING MD 20910 KAREN A STOUT PRESIDENT & CEO 2404500075 2021-11-12 1 KAREN STOUT 999009999 FRANK H SMITH P00639053 2022274000 2021-11-12 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z KAREN A STOUT 8484 GEORGIA AVENUE NO 500 SILVER SPRING MD 20910 39472754 0 X WWW.ACHIEVINGTHEDREAM.ORG X 2009 NC LEAD A NETWORK OF COMMUNITY COLLEGES TO ACHIEVE SUSTAINABLE INSTITUTIONAL TRANSFORMATION. 13 13 63 15 0 0 13327924 27412714 7692169 8302388 214896 174440 11357 -1067 21246346 35888475 531547 485250 0 0 7418892 6797643 0 0 77831 7806412 6090470 15756851 13373363 5489495 22515112 26701819 49802525 6617229 7384895 20084590 42417630 X TO LEAD AND SUPPORT A NATIONAL NETWORK OF COMMUNITY COLLEGES TO ACHIEVE SUSTAINABLE INSTITUTIONAL TRANSFORMATION THROUGH SHARING KNOWLEDGE, INNOVATIVE SOLUTIONS AND EFFECTIVE PRACTICES AND POLICIES LEADING TO IMPROVED OUTCOMES FOR ALL STUDENTS. 0 0 5381879 289894 5737604 I: NETWORK ENGAGEMENT, SERVICESTHE ACHIEVING THE DREAM (ATD) NETWORK IS COMPRISED OF MORE THAN 300 INSTITUTIONS OF HIGHER EDUCATION IN 45 STATES AND THE DISTRICT OF COLUMBIA, INCLUDING TRIBAL COLLEGES AND UNIVERSITIES (TCU'S). THIS YEAR, ATD BEGAN WORKING WITH NEARLY 40 NEW COLLEGES, INCLUDING A COHORT OF RURAL COLLEGES. ATD NETWORK COLLEGES HAVE SHOWN DOUBLE-DIGIT DEGREE COMPLETION GAINS AND SUBSTANTIALLY CLOSED EQUITY GAPS BETWEEN SUBPOPULATIONS OF STUDENTS. ATD COLLEGES ARE ROUTINELY SELECTED FOR PRESTIGIOUS NATIONAL AWARDS LIKE THE ASPEN PRIZE FOR COMMUNITY COLLEGE EXCELLENCE. INSTITUTIONS THAT HAVE SHOWN MEANINGFUL ENGAGEMENT WITH ATD AND GROWTH IN EQUITABLE STUDENT OUTCOMES ARE RECOGNIZED THROUGH ATD'S LEADER COLLEGE, LEADER COLLEGE OF DISTINCTION, AND LEAH MEYER AUSTIN AWARD (RECOGNIZING COLLEGES THAT HAVE DEMONSTRATED OUTSTANDING PROGRESS IN DESIGNING A STUDENT-FOCUSED CULTURE THAT PERMEATES ALL LEVELS AND STRUCTURES OF THE ORGANIZATION). A COLLEGE WILL TYPICALLY JOIN THE ATD NATIONAL NETWORK THROUGH A STRUCTURED 3-YEAR EXPERIENCE IN WHICH IT IS SUPPORTED BY COACHES TO EXAMINE INSTITUTIONAL DATA, IDENTIFY EQUITY GAPS, ASSESS CORE INSTITUTIONAL CAPACITIES, AND DEVELOP STRATEGIES TO REDESIGN POLICIES, PRACTICES, AND STRUCTURES SO THAT ALL STUDENTS HAVE ACCESSIBLE, EQUITABLE AND RELEVANT ACADEMIC AND SOCIAL EXPERIENCES. THROUGHOUT THE THREE-YEAR EXPERIENCE AND BEYOND, ATD SUPPORTS COLLEGES IN BUILDING THEIR CAPACITY TO CONDUCT CONTINUOUS IMPROVEMENT TOWARDS CLOSING EQUITY GAPS AND INCREASING STUDENT OUTCOMES. AS PART OF THE NETWORK, COLLEGES STRENGTHEN THEIR CAPACITY TO MAKE EQUITY-FOCUSED DECISIONS INFORMED BY DISAGGREGATED DATA AND STUDENT PROGRESS MONITORING; ESTABLISH A CAMPUS-WIDE COMMITMENT TO EQUITY AND TO CLOSING EQUITY GAPS; BUILD A CULTURE OF CONTINUOUS IMPROVEMENT SO THEY CAN ITERATIVELY EVALUATE AND IMPLEMENT APPROPRIATE REFORMS ALIGNED TO THEIR TRANSFORMATION GOALS; LEARN ABOUT STRATEGIES FROM PEERS AND PARTNERS ON THE LEADING EDGE OF REFORM; TEST AND REFINE BOLD NEW APPROACHES; AND MAKE PROGRESS TOWARD COMPLETION GOALS THAT LEAD TO RECOGNITION AND PARTICIPATION IN NEW INITIATIVES. DURING THE YEAR, ATD LAUNCHED A NEW INITIATIVE THAT AIMS TO INCREASE EQUITABLE STUDENT SUCCESS BY STRENGTHENING RURAL COLLEGES' CAPACITY TO PREPARE STUDENTS FOR CAREERS IN TODAY AND TOMORROW'S DIGITAL ECONOMY. WHILE AMERICA'S RURAL COMMUNITIES ARE THE BEDROCK OF OUR NATION'S ECONOMIC AND FISCAL WELL-BEING, THEY ARE FREQUENTLY UNDER-RESOURCED, STRUGGLING TO GAIN THE ATTENTION OF POLICYMAKERS AND INVESTORS. FOLLOWING A RIGOROUS APPLICATION AND SELECTION PROCESS, ATD SELECTED SEVEN COMMUNITY COLLEGES TO JOIN THE FIRST BUILDING RESILIENCY IN RURAL COMMUNITIES FOR THE FUTURE OF WORK COHORT DURING FY21. THE INITIATIVE, FUNDED BY THE COGNIZANT U.S. FOUNDATION, JPMORGAN CHASE & CO., THE COMMUNITY FOCUS FUND AT THE CHICAGO COMMUNITY FOUNDATION, WALMART.ORG, AND ASCENDIUM EDUCATION GROUP, WILL INCREASE THE CAPACITY OF THE SELECTED RURAL COLLEGES TO SUCCEED WITH WHOLE-COLLEGE REFORM EFFORTS, PROVIDE STUDENTS WITH THE SKILLS NEEDED IN TODAY AND TOMORROW'S WORKFORCE, AND CONNECT STUDENTS WITH CAREERS IN THE DIGITAL ECONOMY THAT PAY FAMILY-SUSTAINING WAGES. IN ADDITION, THE COHORT WILL WORK TOWARD NARROWING EQUITY GAPS AND PROVIDE ACADEMIC AND PERSONAL SUPPORTS TO STUDENTS.LEARNING EVENTS THROUGHOUT THE YEAR SERVE AN IMPORTANT ROLE IN FURTHERING THE TRANSFORMATIONAL WORK AT THE COLLEGES. THESE EVENTS INCLUDE OUR MARQUEE NETWORK-WIDE CONVENING, DREAM, WHERE MORE THAN 3,000 HIGHER EDUCATION LEADERS, PRACTITIONERS, AND FUNDERS GATHERED VIRTUALLY FOR PEER LEARNING AND INSIGHTS AND STRATEGIES FOR SUPPORTING TODAY'S STUDENTS. ATD'S ANNUAL DATA & ANALYTICS SUMMIT, ATTENDED VIRTUALLY BY MORE THAN 300 PRACTITIONERS, FOCUSED ON IMPROVING STUDENT SUCCESS OUTCOMES BY BUILDING CAPACITY AND DEVELOPING A CULTURE OF INQUIRY AND EVIDENCE ACROSS THE INSTITUTION. DREAM AND OTHER HIGHLY FOCUSED EVENTS ALLOW ATD TO DEEPEN ITS CONNECTION TO NETWORK COLLEGES, SHOWCASE EFFECTIVE PRACTICES, AND DRAW IN NEW COLLEGES INTERESTED IN ENGAGING IN INSTITUTIONAL TRANSFORMATION.ATD ALSO CONTINUED ITS WORK, WITH SUPPORT FROM ASCENDIUM EDUCATION GROUP, COACHING 33 TRIBAL COLLEGE AND UNIVERSITIES. THESE INSTITUTIONS HAVE STRENGTHENED THEIR ABILITY TO COLLECT AND USE DATA EFFECTIVELY TO CLOSE ACHIEVEMENT GAPS AND THE GRANT HAS ENABLED ATD TO DEVELOP CONTENT AND COACHING PROCESSES THAT ARE CULTURALLY RESPONSIVE. LIKE OTHER COLLEGES IN THE ATD NETWORK, THEY ARE BUILDING THEIR DATA CAPACITY AND IMPLEMENTING EVIDENCE-BASED REFORMS. IN ADDITION TO PROVIDING QUALITY EDUCATION, TCUS HAVE THE UNIQUE MISSION OF NATION BUILDING. TWO ORGANIZATIONS, THE AMERICAN INDIAN HIGHER EDUCATION CONSORTIUM AND THE AMERICAN INDIAN COLLEGE FUND, SUPPORT NATIVE AMERICAN STUDENT SUCCESS AND COMMUNITIES OF LEARNING AND ARE KEY PARTNERS IN ATD'S WORK. 4429058 58406 2430454 II: NETWORK ENGAGEMENTS, PROGRAMS:ACHIEVING THE DREAM, INC. (ATD) IS THE LEADING COLLEGE NETWORK CHAMPIONING EVIDENCE-BASED INSTITUTIONAL IMPROVEMENT TO HELP COMMUNITY COLLEGES IMPROVE OUTCOMES FOR LOW-INCOME STUDENTS AND STUDENTS OF COLOR WHO DREAM OF ACHIEVING THEIR GOALS FOR ACADEMIC SUCCESS AND ECONOMIC OPPORTUNITY. OUR WORK IN THIS AREA FOCUSES ON THE DESIGN AND INCUBATION OF PROGRAMMATIC SUPPORTS FOR THE COLLEGES AND PARTNERS WE SERVE AS WELL AS STRENGTHENING ATD'S CAPACITY TO DO THIS WORK. PROGRAMS AREA OF FOCUS INCLUDE EQUITY, HOLISTIC STUDENT SUPPORTS, TEACHING AND LEARNING, AND EVIDENCE-BASED INSTITUTIONAL TRANSFORMATION.ATD CONTINUED ITS PARTNERSHIP WITH THE USC RACE AND EQUITY CENTER AND THE RACIAL EQUITY LEADERSHIP ACADEMY. THE GROWING MOVEMENT FOR RACIAL EQUALITY HAS REINFORCED THE URGENCY FOR OUR COLLEGE LEADERS TO BE EQUIPPED WITH THE TOOLS THEY NEED TO SCRUTINIZE AND DISMANTLE STRUCTURES AND POLICIES THAT SERVE AS BARRIERS FOR RACIALLY MINORITIZED STUDENTS. ATD IS PROUD TO ANNOUNCE THAT TEN COLLEGES HAVE BEEN SELECTED TO PARTICIPATE IN THE ACHIEVING THE DREAM AND USC RACE AND EQUITY CENTER RACIAL EQUITY LEADERSHIP ACADEMY (RELA). THE PARTNERSHIP BETWEEN ACHIEVING THE DREAM AND THE USC RACE AND EQUITY CENTER IS SIGNIFICANT TO OUR CONTINUING EFFORTS TO CENTER EQUITY, AND ESPECIALLY RACIAL EQUITY, IN OUR STUDENT SUCCESS WORK. THE INTENSIVE PROGRAM, SCHEDULED TO BEGIN IN SUMMER 2021, IS DESIGNED TO SUPPORT TEAMS OF FIVE INDIVIDUALS FROM EACH COLLEGE IN THE DEVELOPMENT OF A BOLD, STRATEGIC RACIAL EQUITY PLAN TO IMPLEMENT ACTIONABLE SOLUTIONS AT THEIR INSTITUTIONS.ATD PROGRAMS ARE DESIGNED WITH A HOLISTIC STUDENT SUPPORTS APPROACH, WITH THE INTENTIONAL PLANNING AND INTEGRATION OF MISSION CRITICAL STUDENT ACADEMIC AND PERSONAL SUPPORTS. THIS IS DIFFERENT FROM SIMPLY OFFERING A MULTITUDE OF DISPARATE SERVICES FOR DESIGNATED POPULATIONS OF STUDENTS. PROVIDING HOLISTIC STUDENT SUPPORTS REQUIRES THAT INSTITUTIONS BECOME STUDENT-READY BY INTEGRATING AND ENHANCING MYRIAD SUPPORT SERVICES INTO A SEAMLESS, TIMELY, AND PERSONAL EXPERIENCE FOR EVERY STUDENT. AS COLLEGES ACROSS THE COUNTRY EMBRACE GUIDED PATHWAYS, IMPLEMENT ADVISING TECHNOLOGIES, AND RETHINK WHAT IT MEANS FOR STUDENTS TO BE COLLEGE AND CAREER READY, IT IS IMPERATIVE THAT COLLEGES ARE OPERATING WITH AN INTENTIONAL STUDENT-CENTERED DESIGN THAT ALLOWS FOR THE MAXIMIZATION OF LIMITED RESOURCES IN SUPPORT OF STUDENT SUCCESS AND EQUITY AT SCALE. THROUGH OUR WORK WITH MORE THAN 100 INSTITUTIONS ACROSS THE NATION, WE DISCOVERED THAT THE MOST EFFECTIVE WAY TO SUPPORT STUDENTS IN GETTING ON THEIR PATH AND STAYING ON THEIR PATH TO ACADEMIC AND CAREER SUCCESS IS THROUGH A HOLISTIC STUDENT SUPPORTS APPROACH.ATD, WITH SUPPORT FROM THE WILLIAM AND FLORA HEWLETT FOUNDATION, HAS PARTNERED WITH SRI INTERNATIONAL TO CONDUCT RESEARCH ON TEACHING AND LEARNING WITH OPEN EDUCATIONAL RESOURCES (OER) IN COMMUNITY COLLEGES, INCLUDING MINORITY SERVING INSTITUTIONS (MSIS). THE GOAL OF THE STUDY IS TO UNDERSTAND WHETHER AND HOW USE OF OER, TOGETHER WITH INSTITUTIONAL SUPPORTS, LEADS TO THE ADOPTION OF NEW PEDAGOGICAL STRATEGIES IN THE CLASSROOM. IN PARTICULAR, WE ARE INTERESTED IN WHETHER THE USE OF OER ENABLES OPEN EDUCATIONAL PRACTICES (ALSO REFERRED TO AS OPEN PEDAGOGY), AS WELL AS CULTURALLY RESPONSIVE TEACHING PRACTICES. ANOTHER INITIATIVE OF THE T&L PROGRAM INVOLVES ATD'S WORK WITH EVERY LEARNER EVERYWHERE (EVERY LEARNER), WHICH INCLUDES A NETWORK OF 11 OTHER HIGHER EDUCATION AND DIGITAL LEARNING GROUPS. THE INITIATIVE AIMS TO ADDRESS HIGH FAILURE RATES IN FOUNDATIONAL COURSES THROUGH THE PROVISION OF SCALABLE, HIGH-QUALITY SUPPORT TO COLLEGES AND UNIVERSITIES SEEKING TO IMPLEMENT ADAPTIVE COURSEWARE FOR FOUNDATIONAL COURSES ON THEIR CAMPUSES. THE MISSION OF EVERY LEARNER IS TO HELP INSTITUTIONS USE NEW TECHNOLOGY TO INNOVATE TEACHING AND LEARNING, EMPOWER INSTRUCTORS, AND IMPROVE STUDENT OUTCOMESESPECIALLY FOR FIRST-GENERATION COLLEGE STUDENTS, LOW-INCOME STUDENTS, AND STUDENTS OF COLOR.ATD ALSO CONTINUED ITS WORK IN SUPPORT OF STUDENT PARENTS THROUGH THE COMMUNITY COLLEGE WOMEN SUCCEED INITIATIVE. THIS WORK INCLUDES ENGAGING WITH LEADERS THROUGHOUT THE COUNTRY TO LEARN ABOUT GAPS AND PROMISING PRACTICES, HOSTING REGIONAL FOCUS GROUPS, AND PARTNERING WITH STAKEHOLDERS TO PRODUCE TIMELY RESOURCES FOR COLLEGES. IN ADDITION, ATD CONTINUED ITS WORK UNDER A GRANT FROM THE BILL & MELINDA GATES FOUNDATION TO BECOME AN INTERMEDIARY FOR SCALE (IFS) AND FURTHER ATD'S WORK IN TRANSFORMING COLLEGES AS A CONNECTOR, ADVISOR, AND STRATEGIST. IN THE INITIAL PHASE OF THIS WORK, ATD AND OTHER IFS INSTITUTIONS ARE FOCUSED ON BUILDING CAPACITY TO SUPPORT COLLEGES AND UNIVERSITIES INTERESTED IN STUDENT-CENTERED TRANSFORMATION. 679638 136950 104900 III: K-12 PARTNERSHIPSACHIEVING THE DREAM'S K-12 PARTNERSHIP WORK HELPS INSTITUTIONS AND THEIR COMMUNITIES ESTABLISH A CONTINUUM OF SERVICES THAT BETTER POSITION LOW-INCOME YOUTH AND YOUNG ADULTS TO EARN NEEDED CREDENTIALS AND DEGREES TO SUCCEED IN THE WORKFORCE. ATD IS BUILDING OUT ITS K-12 PARTNERSHIP SERVICES, LINKING HIGH SCHOOL/COLLEGE STUDENT SUCCESS NETWORKS TO IMPROVE COLLEGE READINESS, EXPAND PERSONALIZED STUDENT SUPPORTS, AND BROADEN SERVICES TO HELP COLLEGES GRADUATE MORE STUDENTS FROM VULNERABLE POPULATIONSTHE CORE OF THE ATD MISSION. ONE OF THE KEY STRATEGIES THAT ATD SUPPORTS IS THE GATEWAY TO COLLEGE NETWORK OF PROGRAMS THAT REENGAGE OFF-TRACK AND OUT OF SCHOOL YOUTH, AGES 16-21, IN COLLEGE-BASED REENGAGEMENT PROGRAMS, WHERE STUDENTS COMPLETE THEIR HIGH SCHOOL DIPLOMA, WHILE EARNING COLLEGE CREDITS. IN FY21, GRADUATES OF GATEWAY TO COLLEGE K-12 PROGRAMS EARNED AN AVERAGE OF 20 COLLEGE CREDITS. OVERALL, ABOUT 75% OF GRADUATES CONTINUE IN POSTSECONDARY EDUCATION. ATD PROVIDES TRAINING, DATA AND LEADERSHIP COACHING, AND PEER LEARNING OPPORTUNITIES TO THE NETWORK OF GATEWAY TO COLLEGE PROGRAMS. ATD ALSO LAUNCHED A K-12 PARTNERSHIPS LANDSCAPE ANALYSIS THIS YEAR THAT HELPS COLLEGES DESIGN A ROADMAP TO BUILD, SCALE, AND OPTIMIZE EQUITABLE K-12 PARTNERSHIPS. ATD ALSO ANNOUNCED A NEW REGIONAL PROFESSIONAL LEARNING COMMUNITIES (PLCS) PROJECT DURING THE YEAR AIMED AT STRENGTHENING THE CRUCIAL ROLE THAT COMMUNITY COLLEGES PLAY AS CONNECTORS BETWEEN EDUCATION AND EMPLOYMENT. THROUGH THIS INITIATIVE, SUPPORTED BY THE CARNEGIE CORPORATION, ATD IS SUPPORTING FOUR COMMUNITIES THROUGH THE CREATION OF PLCS THAT WILL BRING TOGETHER HIGH SCHOOL EDUCATORS, COMMUNITY COLLEGE FACULTY, WORKFORCE DEVELOPMENT PROFESSIONALS, COMMUNITY-BASED ORGANIZATIONS, AND EMPLOYERS. EACH OF THE FOUR COMMUNITIES IDENTIFIED GAPS IN THEIR LOCAL EDUCATION PIPELINE THAT ARE PREVENTING LOW-INCOME YOUNG PEOPLE FROM ACHIEVING ECONOMIC MOBILITY AND THEY DEMONSTRATED A STRONG CONNECTION BETWEEN THIS PROJECT AND THE LOCAL COMMUNITY COLLEGES' STRATEGIC PRIORITIES. 10490575 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 105 0 1 63 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X EMILY FROIMSON 2404500075 8484 GEORGIA AVENUE NO 500 SILVER SPRING MD 20910 KAREN A STOUT PRESIDENT & CEO 40.00 X 417982 0 43689 EMILY FROIMSON EXECUTIVE VICE PRESIDENT 40.00 X 199243 0 18134 SUSAN MAYER CHIEF LEARNING OFFICE 40.00 X 203016 0 16729 MONICA TRENT VICE PRESIDENT NETWORK ENGAGEMENT 40.00 X 179481 0 19143 LAURIE HEACOCK SR ADVISOR DATA, TECH. & ANALYTICS 40.00 X 175848 0 10517 BRYAN STRAATHOF VICE PRESIDENT FINANCE & ADMIN 40.00 X 164403 0 13661 TIA PLUNKETT-MCQUEEN CHIEF OF STAFF/EXEC. DIRECTOR, HR 40.00 X 121130 0 27034 CAROL A LINCOLN SENIOR VICE PRESIDENT 40.00 X 153471 0 28670 JOANNE C ANDERSON EXEC DIRECTOR MARKETING AND COMMUNICATIONS 40.00 X 144603 0 12213 DR CHRISTINE JOHNSON GOVERNANCE CMTE CHAIR, SECRETARY 2.00 X X 0 0 0 LOUIS TESTONI TREASURER AUDIT & FINANCE CMTE CHAIR 4.00 X X 0 0 0 DR MICHAEL VILLARREAL PROGRAM CMTE CHAIR 2.00 X X 0 0 0 DR ALEX JOHNSON BOARD CHAIR, DIRECTOR 4.00 X X 0 0 0 DR GREGORY D WILLIAMS VICE CHAIR, DIRECTOR 2.00 X X 0 0 0 DR PAM EDDINGER DIRECTOR 1.00 X 0 0 0 DR MIKE FLORES DIRECTOR 1.00 X 0 0 0 LARRY KUBAL DIRECTOR 1.00 X 0 0 0 DR BARBARA LOMBARDO DIRECTOR 1.00 X 0 0 0 DR MARY ALICE MCCARTHY DIRECTOR 1.00 X 0 0 0 DR NICOLE MELANDER DIRECTOR 1.00 X 0 0 0 JAVIER MIYARES DIRECTOR UNTIL 06/2021 1.00 X 0 0 0 DR EDUARDO J PADRON DIRECTOR UNTIL 12/2020 1.00 X 0 0 0 RICARDO TORRES DIRECTOR 1.00 X 0 0 0 SUZANNE WALSH DIRECTOR 1.00 X 0 0 0 1759177 0 189790 18 0 1 0 REDSTONE STRATEGY GROUP LLC 3223 ARAPAHOE AVE SUITE 210 BOULDER CO 80303 CONSULTING SERVICES 315000 UNIVERSITY OF SOUTHERN CALIFORNIA RACE AND EQUITY CENTER UNIVERSITY LOS ANGELES CA 900898006 PROGRAM CONSULTING SERVICES 286068 CAMPUS WORKS INC 1767 LAKEWOOD RANCE BLVD 305 BRADENTON FL 342114906 CIO SERVICES 285127 SRI INTERNATIONAL P O BOX 2767 MENLO PARK CA 94025 CONSULTING SERVICES 185742 ACUE 745 5TH AVE SUITE 500 NEW YORK NY 10151 PROGRAM CONSULTING SERVICES 151750 9 27412714 27412714 PROGRAM SERVICE FEES 900099 5357453 5357453 CONTRACTS 900099 1898718 1898718 DREAM CONFERENCE 900099 1015017 1015017 HONORARIUM 900099 31200 31200 8302388 242777 242777 3513194 3581531 -68337 -68337 -68337 1681 2748 -1067 -1067 35888475 8302388 0 173373 X 434690 434690 50560 50560 1144667 982106 126289 36272 4525634 3599595 895757 30282 232818 183627 47680 1511 478887 381612 92115 5160 415637 332549 78517 4571 2905 2905 55260 55260 42616 14015 28601 4344863 3948352 396476 35 94703 31145 63558 852285 259221 593064 372600 122537 250063 10673 10659 14 56750 54215 2535 63968 21037 42931 20428 6718 13710 BAD DEBT 88000 28941 59059 DUES & PUBLICATIONS 27374 9003 18371 PROFESSIONAL DEVELOPMEN 21900 7202 14698 MISCELLANEOUS EXPENSES 18605 7022 11583 17540 5769 11771 13373363 10490575 2804957 77831 4449781 3493504 2315800 5349744 8615673 5595977 172313 315004 715 21 4886 3512 428594 433668 336482 125002 262567 211480 10399633 34347758 51857 51857 26701819 49802525 902470 1338045 30000 0 4419048 3612908 979996 2109991 285715 323951 6617229 7384895 X 4175801 28661780 15908789 13755850 20084590 42417630 26701819 49802525 22515112 -182072 0 X 0 1 X 1 0 X 9440145 4508568 10115766 13327924 27412714 64805117 9440145 4508568 10115766 13327924 27412714 64805117 25165895 39639222 100258 190693 194215 251366 242777 979309 10305 19032 127 233 29697 65814123 37037257 0.60230 0.31520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2016 AMOUNT: $ 1,180. 2017 AMOUNT: $ 40. 2018 AMOUNT: $ 127. 2019 AMOUNT: $ 233. 2020 AMOUNT: $ 0. PUBLICATION SALES - 2016 AMOUNT: $ 9,125. 2017 AMOUNT: $ 18,992. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57179 18924 38255 279303 106078 173225 211480 DEFERRED RENT 223451 DEFERRED COMPENSATION LIABILITY 100500 323951 X 35753736 -182072 44585 2748 -134739 35888475 0 35888475 13420696 44585 2748 47333 13373363 0 13373363 PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED JUNE 30, 2021 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,748. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,748. 1 MT HOOD COMMUNITY COLLEGE 26000 SE STARK ST GRESHAM OR 97030 930546890 115 86000 IMPLEMENTATION GRANTS WHITE EARTH TRIBAL AND COMMUNITY COLLEGE 2250 COLLEGE ROAD MAHNOMEN MN 56557 411978247 501(C)3 45454 IMPLEMENTATION GRANTS FOND DU LAC TRIBAL & COMMUNITY COLLEGE 2101 14TH STREET CLOQUET MN 55720 411687554 501(C)3 41666 IMPLEMENTATION GRANTS ILISAGVIK COLLEGE PO BOX 749 BARROW AK 99723 920158414 501(C)3 41666 IMPLEMENTATION GRANTS NUETA HIDATSA SAHNISH COLLEGE PO BOX 490 NEW TOWN ND 58763 450322990 501(C)3 41666 IMPLEMENTATION GRANTS STONE CHILD COLLEGE 8294 UPPER BOX ELDER RD BOX ELDER MT 59521 810420650 501(C)3 41666 IMPLEMENTATION GRANTS UNITED TRIBES TECHNICAL COLLEGE 3315 UNIVERSITY DR BISMARK ND 58504 450314233 501(C)3 41666 IMPLEMENTATION GRANTS COMMUNITY COLLEGE OF BALTIMORE COUNTY 7201 ROSSVILLE BLVD SUITE 101 BALTIMORE MD 21237 521977456 115 21906 IMPLEMENTATION GRANTS NORTHEAST WISCONSIN TECHNICAL COLLEGE 2740 WEST MASON ST PO BOX 19042 GREEN BAY WI 54307 391087141 115 25000 AWARDS CUYAHOGA COMMUNITY COLLEGE 700 CARNEGIE AVENUE CLEVELAND OH 44115 340896630 115 10000 IMPLEMENTATION GRANTS MOTT COMMUNITY COLLEGE 1401 EAST COURT ST FLINT MI 48503 381914697 115 10000 IMPLEMENTATION GRANTS TALLAHASSEE COMMUNITY COLLEGE 444 APPLEYARD DR TALLAHASSEE FL 32304 591141270 115 10000 IMPLEMENTATION GRANTS TYLER JUNIOR COLLEGE PO BOX 9020 TYLER TX 75771 756002676 115 10000 IMPLEMENTATION GRANTS COLLEGE HOUSING NORTHWEST 200 SW MARKET ST STE 575 PORTLAND OR 97201 930578172 501(C)3 8000 AWARDS 14 0 SCHOLARSHIPS 7 17500 PART I, LINE 2: ATD PROVIDES SCHOLARSHIPS TO VARIOUS INDIVIDUALS IN ORDER TO HELP SUPPORT ACTIVITIES UNDER VARIOUS FUNDED LEARNING INITIATIVES, ALL DESIGNED TO IMPROVE STUDENT SUCCESS OUTCOMES. DURING THE LIFE OF A GRANT MADE BY ATD TO AN ENTITY IN THE UNITED STATES (NO LESS FREQUENTLY THAN ANNUALLY) THE RECIPIENT PROVIDES ATD A FINANCIAL AND NARRATIVE REPORT ON THE USE OF THE GRANT FUNDS. X 0 1 X X X X 0 0 0 0 0 0 0 0 0 KAREN A STOUT PRESIDENT & CEO 400982 0 0 0 17000 0 25728 0 17961 0 461671 0 0 0 EMILY FROIMSON EXECUTIVE VICE PRESIDENT 199243 0 0 0 0 0 11967 0 6167 0 217377 0 0 0 SUSAN MAYER CHIEF LEARNING OFFICE 203016 0 0 0 0 0 11735 0 4994 0 219745 0 0 0 MONICA TRENT VICE PRESIDENT NETWORK ENGAGEMENT 179481 0 0 0 0 0 10780 0 8363 0 198624 0 0 0 LAURIE HEACOCK SR ADVISOR DATA, TECH. & ANALYTICS 175848 0 0 0 0 0 10517 0 0 0 186365 0 0 0 BRYAN STRAATHOF VICE PRESIDENT FINANCE & ADMIN 164403 0 0 0 0 0 9822 0 3839 0 178064 0 0 0 CAROL A LINCOLN SENIOR VICE PRESIDENT 153471 0 0 0 0 0 8882 0 19788 0 182141 0 0 0 JOANNE C ANDERSON EXEC DIRECTOR MARKETING AND COMMUNICATIONS 144603 0 0 0 0 0 8602 0 3611 0 156816 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT VERSION OF THE FEDERAL FORM 990 IS REVIEWED IN DETAIL BY THE AUDIT AND FINANCE COMMITTEE AND IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED ANNUALLY TO SIGN A FORM THAT INDICATES THAT THEY HAVE RECEIVED THE CONFLICT OF INTEREST POLICY, READ AND UNDERSTOOD THE POLICY, AND ARE IN COMPLIANCE WITH THE POLICY. THE FORMS ARE UPDATED EACH YEAR DURING THE BOARD OF DIRECTORS ANNUAL MEETING (TYPICALLY IN OCTOBER OR NOVEMBER) AND ARE REVIEWED AT THAT TIME FOR ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 IN COMPLIANCE WITH IRS GUIDELINES FOR APPROVAL OF SENIOR MANAGEMENT COMPENSATION, THE BOARD OF DIRECTORS OF ATD FOLLOWS THE BELOW REVIEW-AND-APPROVAL PROCESS WITH REGARD TO COMPENSATION OF ITS KEY EMPLOYEES: 1. IMPARTIAL DECISION MAKERS: COMPENSATION MUST BE APPROVED IN ADVANCE BY THE BOARD OF DIRECTORS OR DESIGNATED SUB-COMMITTEE COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. 2. COMPARABILITY DATA: WHEN CONSIDERING COMPENSATION OF KEY EMPLOYEES, COMPARABILITY DATA THAT DEMONSTRATES THE FAIR MARKET VALUE OF THE COMPENSATION IN QUESTION. THIS DATA MAY INCLUDE BUT IS NOT LIMITED TO THE FOLLOWING: A) EXPERT COMPENSATION STUDIES BY INDEPENDENT FIRMS; B) WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS; C) DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS AT BOTH NONPROFIT AND FOR-PROFIT ORGANIZATIONS; AND D) INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. IN DETERMINING WHETHER THE COMPENSATION PAID IS REASONABLE, THE BOARD OF DIRECTORS WILL TAKE INTO ACCOUNT ALL BENEFITS PAID BY THE ORGANIZATION. 3. CONTEMPORANEOUS DOCUMENTATION: DOCUMENTATION MUST BE MAINTAINED WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. 4. SCHEDULE OF COMPENSATION DELIBERATIONS: THE BOARD OF DIRECTOR'S REVIEW AND APPROVAL OF COMPENSATION SHALL OCCUR INITIALLY UPON HIRING, WHENEVER THE TERM OF EMPLOYMENT, IF ANY, IS RENEWED OR EXTENDED, AND WHENEVER THE COMPENSATION IS MODIFIED. ES. FORM 990, PART VI, SECTION C, LINE 19 ATD'S FEDERAL FORM 990, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE TO PUBLIC UPON WRITTEN REQUEST TO THE EXECUTIVE VICE PRESIDENT. FORM 990, PART IX, LINE 11G STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 2,572. MANAGEMENT AND GENERAL EXPENSES 607. FUNDRAISING EXPENSES 35. TOTAL EXPENSES 3,214. PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 1,688,291. MANAGEMENT AND GENERAL EXPENSES 323,991. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,012,282. CONSULTING & CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 284,208. MANAGEMENT AND GENERAL EXPENSES 54,540. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 338,748. DATA COACHES: PROGRAM SERVICE EXPENSES 1,882,935. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,882,935. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 90,346. MANAGEMENT AND GENERAL EXPENSES 17,338. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 107,684.